Lindsell Train Global Funds plc - Lindsell Train Global Equity Fund B GBP Inc

Managers Nick Train, Michael Lindsell and James Bullock want to achieve long-term income and capital growth by constructing a concentrated portfolio of 20 to 35 ‘exceptional’ companies from around the world. Acc class is not available.

Lindsell Train Global Funds plc - Lindsell Train Global Equity Fund B GBP Inc
Lindsell Train Ltd
Open Ended Investment Company
0.65 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.9 %
The investment objective of the Sub-Fund is to achieve capital and income growth over the long term. The Sub-Fund intends to achieve its investment objective by investing directly in a concentrated portfolio of global equities, primarily those listed or traded on Recognised Exchanges in developed countries world-wide.
Holding %
Unilever PLC 8.49 %
Heineken Holding NV 7.65 %
Diageo PLC 7.49 %
London Stock Exchange Group PLC 7.32 %
Nintendo Co Ltd 5.14 %
Kao Corp 5.01 %
Shiseido Co Ltd 5.01 %
PayPal Holdings Inc 4.92 %
RELX PLC 4.88 %
PepsiCo Inc 4.85 %
Region %
United Kingdom 35.41 %
United States 32.12 %
Japan 21.09 %
Eurozone 11.38 %
Sector %
Consumer Defensive 45.68 %
Communication Services 21.45 %
Financial Services 18.52 %
Consumer Cyclical 6.92 %
Lindsell Train Ltd
SW1E 6AU, London, United Kingdom
Legal Structure
Open Ended Investment Company


James Bullock
Joined 04/30/2015

James is Portfolio Manager for global equity accounts having joined Lindsell Train in October 2010. He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.

Michael Lindsell
Joined 03/16/2011

Michael Lindsell co-founded Lindsell Train Limited in 2000. He is the portfolio manager for Japanese equity portfolios and jointly manages Global portfolios.Before founding Lindsell Train he spent seven years at GT Management, first as CIO.Following the acquisition of GT by Invesco in 1998 he was appointed head of the combined global product team.His previous experience included working at Mercury Asset Management where he was director and head of Japanese fund management,at Scimitar Asset Management where he ran Pacific and Japanese mandates and at Lazard Brothers as an investment manager.

Nick Train
Joined 03/16/2011

Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.

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